Charles Schwab 1524 East Southlake Boulevard, Southlake, TX 76092
About the Business
Charles Schwab is a reputable financial institution located at 1524 East Southlake Boulevard in Southlake, Texas. As a leader in the finance industry, Charles Schwab offers a wide range of services including investment management, retirement planning, and wealth management. With a commitment to providing top-notch customer service and innovative financial solutions, Charles Schwab is dedicated to helping individuals and businesses achieve their financial goals. Visit their Southlake location to speak with a knowledgeable advisor and learn more about how Charles Schwab can help you secure your financial future.
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Location & Phone number
1524 E Southlake Blvd, Southlake, TX 76092, United States
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"My wife and I went there today to deal with an issue from their recent transition from their recent merger with TD Ameritrade. We tried contacting Schwab through their 800 number but could not have the issue resolved. We made the drive to this office and the lady at reception quickly and professionally addressed our issue. The poor ratings on this location must be from disgruntled investors. I received stellar service and results at this location. Schwab's trading platform is a definite improvement from TD Ameritrade."
"So disappointed does not deserve a star bad service , big attitude..! Moving my account where it deserves !"
"Goodness. I tried calling my representative. Reached her voicemail, which said I could dial out to reach a support team member. After answering multiple automated questions it transfers me to "the next representative" then disconnects me. This happened several times in a row. They need to fix their phone answering system. Frustrating. Can't even reach the office number to ask a simple question."
"If I could give negative stars I would. Do not trust the individuals working here with your money. They will inaccurate report your earning to the IRS and cause you months of difficulty and thousands of dollars. They take short cuts and don't report the proper information even when it is provided. Stay away."
"I met with Nicholas today and opened an IRA. I was very pleased with the customer service of this branch and Nicholas was very helpful. He is very knowledgeable and makes things easy to understand. He walked me through how to roll over my 401K and made the whole process fun."
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